Advisory Manager - PCG Desk

Sharekhan; Pune District, Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Sharekhan in Pune (Maharashtra) seeks an experienced Wealth Manager to handle HNIs across Wealth Management, Investment Advisory, Equity Broking, and Asset Management. The role focuses on building strong client relationships and delivering tailored investment solutions.

The candidate should have 5–10 years in wealth management, a solid grasp of markets and regulations, and a proven track record of meeting sales targets for mutual funds or similar products.

Qualifications

• 5–10 years of experience in wealth management or related field.
• Excellent relationship management skills with ability to build strong rapport with HNIs.
• Strong understanding of financial markets, instruments, and regulations.

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Investment Advisory, Equity Broking, Asset Management, etc.
• Provide investment advisory services to clients on various products including Mutual Funds, PMS, AIFs, Structured Products, Bonds & Fixed Deposits.
• Develop new business opportunities through referrals from existing client base and market research.
• Ensure timely execution of transactions while maintaining high levels of customer satisfaction.
• Collaborate with internal teams to resolve client queries and issues.

Skills

Relationship management

Wealth management

Investment advisory

Sales targets

Client rapport

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Investment Advisory, Equity Broking, Asset Management, etc.
  
• Provide investment advisory services to clients on various products including Mutual Funds, PMS, AIFs, Structured Products, Bonds & Fixed Deposits.
  
• Develop new business opportunities through referrals from existing client base and market research.
  
• Ensure timely execution of transactions while maintaining high levels of customer satisfaction.
  
• Collaborate with internal teams to resolve client queries and issues.
  

Desired Candidate Profile

• 5-10 years of experience in wealth management or related field.
  
• Excellent relationship management skills with ability to build strong rapport with HNIs.
  
• Strong understanding of financial markets, instruments, and regulations.
  
• Proven track record in sales achievement targets for mutual funds or similar products.